TSMC Earnings Surge. Taiwan Semi AI Chips Boom Outweighs Trump Tariff Fears. - Barron's
1. TSMC reported record profits despite currency headwinds and tariff uncertainties. 2. Net profit rose 61% year-over-year, exceeding analyst expectations. 3. AI-related chip demand expected to double by 2025, driving revenue growth. 4. TSMC faces potential gross margin decline due to rising utility costs. 5. U.S. plant investments may offset tariff concerns and enhance domestic confidence.